Relationship Manager, Wealth Managment
Hong Kong Job Consulting
Hong Kong
2天前
source : eFinancialCareers Ltd.

Gepostet von : Alice Tsun Associate Director - banking & finance Profil und Kontakt ansehen An Asset management Company licensed with SFC (EAM) is looking for a professional Investment Consultant to support investment advisory of its private banking & wealth management Unit

Responsibilities

  • Provide private banking / professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities etc.
  • based on their investment needs and objectives;
  • Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in International private banking platform such as UBS Credit Suisse Julius baer or BOS;
  • Build up and maintain business relationships with the portfolio of private banking / wealth management customers;
  • Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets;
  • Perform investment portfolio analysis and provide re-allocation recommendation;
  • Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers;
  • Formulate clients acquisition tactics through workable sales strategy and execution of marketing event / sales activities to generate business;
  • Comply with full compliance with internal guidelines and external regulatory bodies
  • Requirements

  • Preferably a Degree holder or equivalent;
  • Minimum 5 years experiences in wealth management serving HNW individual clients, preferably from private banking;
  • Familiar with KYC and account documentation with knowledge of wealth management products;
  • Holder of SFC license for Types 1, 4 regulated activity is a must ,better with Type 9 ;
  • Good knowledge in insurance products, bonds, funds and other wealth management products;
  • Sales-oriented with good relationship building and customer service skills;
  • Mature, independent and business oriented, with the ability to work effectively under pressure;
  • Good command of written and spoken English and Chinese (including Mandarin);
  • A candidate with experiences in UBS Credit Suisse Julius baer BOS and CMB is highly preferred, with relevant experience in the Private Banking field is a must.
  • Holder of SFC license for Types 1, 4 regulated activity or passes in HKSI Licensing Examination Papers 1, 7, 8 or equivalent required;
  • Interested parties please send your resume in word format with current & expected salary and notice period to alicet hkjobc.

    com. For details, please feel free to contact Alice at 90701821 .

    Datum der Veröffentlichung : 25 Jan 22

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